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Attention

Review the Data Retention Setting in the Global Settings menu by December 2019 to ensure it meets your needs. The first data retention delete will occur on January 1, 2020.

SFTP Address Book Configuration and Upload Tool

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This tool allows you to automate the upload of CSV files to Barracuda PhishLine through secure FTP.

For details on importing a CSV file, refer to How to Create an Address Book.

Creating and Setting Up the Account

  1. Open Barracuda PhishLine and navigate to the System > SFTP Configuration Manager page. If you cannot see this option, contact Barracuda Support.
  2. Complete the form with the required information:
    • Public Key (4096 bit RSA)If you are unsure about your public key, request assistance from your IT department. The person who automates the process of CSV creation and upload will need the private key half of the key you generate.
    • Public IP Addresses – The outbound public IP address(es) of your SFTP client. Barracuda PhishLine needs to allow the specific IP(s) for your SFTP client, so it can access PhishLine’s SFTP server and transfer the CSV file.
    • Email Block List – (Optional.) If the CSV file you are importing might have some entries that should not be entered into this system, enter those email addresses here, one email address per line.
      Note that it is preferable to generate the CSV file without extraneous email addresses, if possible.
    • Contact Email – The email address for a technical contact who will be notified if there is a problem with the automated upload process.
  3. Click Save. Barracuda PhishLine performs the following actions:
    1. Detects errors in the public key, and reports those errors to you if they exist.
    2. Creates an SFTP user name.
    3. Notifies Barracuda PhishLine personnel of a new SFTP Configuration request.
    Note that will take up to two business days for Barracuda PhishLine personnel to verify your information, create the SFTP account, and allow access from the IPs requested. You might be contacted during this time if there are any issues with the public key, IPs, etc. A Barracuda PhishLine representative will contact you the setup is complete.

Creating the CSV File

The CSV file with the Address Book information must meet the following requirements:

  1. Have the .csv extension
  2. Be formatted in plain text
  3. Include ALL of the following 35 headers in the following order:
    1. Email Address
    2. First Name
    3. Last Name
    4. Full Name
    5. Personal Title
    6. Name Suffix
    7. Organization Area
    8. Organization Level
    9. Organization Tenure
    10. Mobile Phone
    11. Phone
    12. Company
    13. Country
    14. Region
    15. Site/Location
    16. Language Code
    17. Time zone
    18. Street Address
    19. City
    20. State
    21. Zip Code
    22. Source
    23. Manager Name
    24. Manager Email Address
    25. Customer Training URL
    26. Custom1
    27. Custom2
    28. Custom3
    29. Custom4
    30. Custom5
    31. Custom6
    32. Custom7
    33. Custom8
    34. Custom9
    35. Custom10

Be sure to include all 35 headers in your CSV file. If there are fields you do not want to use, leave the content blank.

 Trailing commas/fields are not required after the last field you are using. For example, if City is your last field, you are not required to add the commas for State, Zip Code, and so on. Only the header requires all 35 fields be completed.

Example Data
Using only Email, First Name, and Last Name fields.

Test_user@yourcompany.com,Test,User

Using Email, First Name, Last Name, and Phone fields.

Test_user@yourcompany.com,Test,User,,,,,,,,999-999-9999

Automating the Upload

When you have the CSV file ready for import:

  1. Connect to the following, using the Private Key and Username
    • ftp.phishline.com
    • Port: 22
  2. Once connected, upload the CSV file into the upload directory.

If the file upload fails, contact your consultant or Barracuda Phishline support.

  • Your allowed disk quota is based on the number of licenses allocated to your account. If you try to upload a file that is too large for the quota, the upload will fail.
  • Note that Barracuda PhishLine does not keep files that have failed to process, so if your upload fails, upload the file again, by your automated process or IT department.

Final Steps

If the properly formatted file was uploaded successfully, Barracuda PhishLine’s automated processing will pick up the uploaded file, usually within 15 minutes, and process it.

If there are any errors, the system will send an email describing the error to the email address you added to the SFTP Configuration Manager form.

Failure example: If the headers are not listed in the order above, or your account has uploaded and processed too many files in one day, you will receive an email.

Automatically uploaded SFTP address books are named with this convention, inlcuding the current date/time: Automated SFTP Import 2019-01-10 10:33:34

If you are unable to understand and correct the error, contact Barracuda Phishline support.

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